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Quoting on fmPilot 2.0

If the technician finds additional work is needed or the DNE is not enough to cover the cost of the job, you will submit a quote in the system.

 

after you log in, you will be brought to your Vendor Directory, under Client click on the Client you need to quote for.

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Then click on the work order number order number

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1st) make sure you work order is in Pending Quote

 

 

2nd)Once your status is in Pending Quote, click Finance.

3rd)Click Add or the amount next to Quote 1

 

 4th) Enter in the Description of Work performed

5th) 1st Click the white Details drop-down option, 2nd select the type of cost to be entered, and 3rd select the ‘Add Item’ button

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 Once you click Add Item, a Box to fill in will appear.

 

When adding Labor: 

  • Select “Manually Calculate Rate”
  • Click “incurred” if it applies
  • Select the number of “Hours”
  • Select the “Rate”
  • Then click “Update” 

 

 

 

 

For Material

  • Click “incurred” if it applies
  • Enter a “Description” of the material
  • Enter a “Quantity”
  • Enter a “Unit Cost” for each material
  • Then click “Update” 

 

For Trip Charge

  • Click “incurred” if it applies
  • Choose “Calculate” if entering a charge per mile or Enter the “Rate/Mile” cost
  • Choose “Enter Total” if entering a flat rate
  • Then click “Update”

  

 Submitting Your Quote

7th)Click the Save icon  this is to make sure the entries are not erased.

8th) Click the “Actions” drop-down list and allow you to submit your quote for approval. 

 

Select the “Submit Quote” option and the status will update to WAPPR- Waiting on Approval 

 

 

Fmpilot Help Center
 
 
 
 
 

If you still have questions or need assistance please click on the below button and request help from one of our training/support specialists.

 

 
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